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Home > Institutional Investor > Jacobson & Schmitt Advisors, Llc > Profile

Instuitional Investor - Jacobson & Schmitt Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Jacobson & Schmitt Advisors, Llc
Portfolio Value $517,443,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 707,989 $32,001,103 6.18%
2.
Amazon Com Inc
 AMZN 130,916 $28,721,642 5.55%
3.
Danaher Corp
 DHR 88,991 $20,427,784 3.94%
4.
Amphenol Corp
 APH 260,682 $18,104,365 3.49%
5.
Ishares Tr
 174,729 $17,577,738 3.39%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)